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WESPAC Advisors SoCal’s CVB Financial CVBF Stock Holding History

WESPAC Advisors SoCal’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,100
Closed -$18K – 296
2015
Q4 		$18K Buy
+1,100
New +$19.3K 0.01% 162

Other funds holding CVBF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WESPAC Advisors SoCal's CVBF Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of CVB Financial (CVBF) in Q1 2016, closing a stake of 1,100 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in CVBF in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 139 funds tracked by Wall St. Rank hold CVBF as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining CVB Financial position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,100 CVB Financial shares in Q1 2016, an estimated $18K.
  • WESPAC Advisors SoCal first reported a position in CVB Financial in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's CVB Financial position peaked at $18K in Q4 2015.
  • 139 funds tracked by Wall St. Rank held CVB Financial as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.